Smartleaf Asset Management’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Smartleaf Asset Management’s Portfolio SUSL Stock Details SUSL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$12.3K	Buy	+90	New	+$12.2K	﹤0.01%	2339

Other funds holding SUSL

Bank of Italy Rome, Italy $2.22B AUM 3.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Ellevest Inc New York $860M AUM 23.52% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Smartleaf Asset Management's SUSL Position: Q3 2026 in Review

Smartleaf Asset Management opened a new position in iShares ESG MSCI USA Leaders ETF (SUSL) in Q3 2026: 90 shares worth $12.3K. The stake represents ﹤0.01% of the portfolio and ranks #2339 among its holdings.

146 funds tracked by Wall St. Rank hold SUSL as of Q3 2026.

Smartleaf Asset Management held 90 shares of iShares ESG MSCI USA Leaders ETF worth $12.3K as of Q3 2026.
iShares ESG MSCI USA Leaders ETF was a new Smartleaf Asset Management position in Q3 2026.
iShares ESG MSCI USA Leaders ETF made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q3 2026, its #2339 holding.
146 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q3 2026.

Based on Smartleaf Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.